This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TLH/capital-change-brief"
Use Arkolith's capital_change_brief for TLH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.3B | 22.9M | ▼−2.7% Reduced · −641K sh | Q1 2026 | |
| 2 | Forum Financial Management, LP | $900.0M | 8.9M | ▲+5.1% Added · +435K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $826.8M | 8.2M | ▼−11% Reduced · −1.0M sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $814.2M | 8.1M | ▲+7.3% Added · +550K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $463.9M | 4.6M | ▲+21% Added · +801K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $411.9M | 4.1M | ▲+3.3% Added · +129K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $379.9M | 3.8M | ▼−6.1% Reduced · −247K sh | Q1 2026 | |
| 8 | Envestnet Portfolio Solutions, Inc. | $303.0M | 3.0M | ▲+32% Added · +734K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $243.3M | 2.4M | ▼−25% Reduced · −810K sh | Q1 2026 | |
| 10 | ASSETMARK, INC | $228.7M | 2.3M | ▲+6.0% Added · +128K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $212.1M | 2.1M | ▼−15% Reduced · −374K sh | Q1 2026 | |
| 12 | Dynasty Wealth Management, LLC | $184.8M | 1.8M | ▲+49% Added · +607K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $173.7M | 1.7M | ▲+1.8% Added · +31K sh | Q1 2026 | |
| 14 | CWM, LLC | $157.0M | 1.6M | ▼−2.0% Reduced · −33K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $147.8M | 1.5M | ▼−7.8% Reduced · −124K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $137.4M | 1.4M | ▼−26% Reduced · −486K sh | Q1 2026 | |
| 17 | RiverFront Investment Group, LLC | $133.1M | 1.3M | ▲+1.3% Added · +16K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $130.6M | 1.3M | ▲+8.9% Added · +106K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $109.3M | 1.1M | ▲+5.8% Added · +60K sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $93.1M | 924K | ▼−5.4% Reduced · −53K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $91.0M | 903K | ▲+7.4% Added · +63K sh | Q1 2026 | |
| 22 | Destination Wealth Management | $86.9M | 863K | ▲+8.7% Added · +69K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $77.3M | 767K | ▼−8.3% Reduced · −69K sh | Q1 2026 | |
| 24 | Sanctuary Advisors, LLC | $68.7M | 682K | ▼−2.4% Reduced · −17K sh | Q1 2026 | |
| 25 | FIRST CITIZENS BANK & TRUST CO | $67.5M | 672K | ▼−29% Reduced · −270K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 173 funds | $26.9B |
| JPMORGAN CHASE & COJPM | 173 funds | $12.7B |
| BROADCOM INCAVGO | 173 funds | $12.2B |
| ELI LILLY & COLLY | 173 funds | $8.1B |
| VISA INC-CLASS A SHARESV | 173 funds | $7.5B |
| NVIDIA CORPNVDA | 172 funds | $30.9B |
| AMAZON.COM INCAMZN | 172 funds | $19.2B |
| WALMART INCWMT | 172 funds | $7.3B |
| COSTCO WHOLESALE CORPCOST | 172 funds | $6.8B |
| TESLA INCTSLA | 172 funds | $5.3B |
| APPLE INCAAPL | 171 funds | $35.9B |
| ALPHABET INC-CL AGOOGL | 171 funds | $18.0B |
Ranked by how many of TLH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TLH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.